ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
[32656] August 4, 2020 TO: ICI Members ICI Global Members Tax Committee SUBJECTS: Tax RE: ICI Submits Recommendations for 2020-2021 Treasury/IRS Priority Guidance Plan Notice 2020-47 invited public comment on recommendations for Treasury’s 2020-2021 Priority Guidance Plan. The ICI...
[32643] July 29, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Tax Committee Call -- Tuesday, August 18 at 11:00 AM ET The next Tax Committee monthly conference call will be on Tuesday, August 18, 2020 at 11:00 a.m. (Eastern). Please register...
[32600] July 14, 2020 TO: ICI Members ICI Global Members ICI Global Tax Committee Tax Committee SUBJECTS: Fund Accounting & Financial Reporting International/Global Tax RE: India: Letter to Government on Dividend Surcharge Tax The Indian Government enacted the Finance Act 2020 (Act)...
[32587] July 7, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda for Tax Committee Call -- Wednesday, July 15 at 11:00 AM ET Attached is the agenda for the upcoming Tax Committee call, scheduled for July 15, 2020, at 11:00 a.m. ET...
[32570] July 2, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Provides Guidance on Mid-Year Reductions and Suspensions of Employer Contributions in Safe Harbor 401(k) Plans, Including Relief Due to COVID-19 IRS recently...
[32556] June 26, 2020 TO: ICI Members Pension Committee Pension Operations Advisory Committee SUBJECTS: Pension Tax RE: IRS Provides Guidance on CARES Act Distributions, Loans, and RMD Suspension In Notices 2020-50 [1] and 2020-51, [2] the IRS and Treasury provide detailed guidance on...
[32558] June 26, 2020 TO: Tax Committee RE: Draft Recommendations for 2020-2021 Treasury/IRS Priority Guidance Plan - Comments Requested Notice 2020-47 invites public comment on recommendations for Treasury’s 2020-2021 Priority Guidance Plan. The requests for guidance in this letter...
[32554] June 24, 2020 TO: ICI Members Tax Committee SUBJECTS: Tax RE: IRS Finalizes Regulations Permitting RICs to Pass Through Deduction for Qualified REIT Dividends The Internal Revenue Service (IRS) and the Treasury Department have finalized regulations permitting regulated...
[32550] June 24, 2020 TO: ICI Members Management Company Tax Subcommittee Tax Committee SUBJECTS: Investment Advisers Tax RE: Opposition Letter: California "Headcount" Tax Proposal The ICI joined a coalition letter organized by CalTax to oppose a proposed new “headcount” tax on...
[32538] June 18, 2020 TO: ICI Global Tax Committee Management Company Tax Subcommittee Tax Committee RE: Agenda for June 30 Tax Committee Meeting The Tax Committee will hold a virtual meeting on Tuesday, June 30, 2020, at 2:00 p.m. ET. The agenda for the meeting is attached...
Latest Comment Letters:
TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union